SWA

Stratos Wealth Advisors Portfolio holdings

AUM $1.9B
1-Year Est. Return 14.22%
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.95M
3
+$8.48M
4
BX icon
Blackstone
BX
+$7.2M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$6.78M

Top Sells

1
+$6.49M
2
+$5.7M
3
+$5.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.3M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$3.25M

Sector Composition

1 Technology 9.45%
2 Healthcare 5.91%
3 Consumer Staples 5.84%
4 Financials 5.04%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$431K 0.04%
+20,699
427
$426K 0.04%
23,058
-13,020
428
$417K 0.03%
17,562
+6,945
429
$417K 0.03%
4,158
-2,201
430
$414K 0.03%
+8,195
431
$399K 0.03%
18,366
+2,325
432
$394K 0.03%
+10,816
433
$381K 0.03%
+11,749
434
$379K 0.03%
+16,699
435
$376K 0.03%
4,864
+64
436
$374K 0.03%
7,414
+920
437
$373K 0.03%
10,652
+3,556
438
$373K 0.03%
12,166
+2,804
439
$372K 0.03%
9,278
-2,045
440
$370K 0.03%
7,863
-2,154
441
$367K 0.03%
1,831
+334
442
$365K 0.03%
1,302
-4
443
$362K 0.03%
15,273
-31,263
444
$355K 0.03%
5,351
+37
445
$355K 0.03%
+3,057
446
$352K 0.03%
1,959
-1
447
$345K 0.03%
+10,511
448
$344K 0.03%
+4,907
449
$343K 0.03%
+4,600
450
$342K 0.03%
3,250
-480
16 17
18
19 20